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Evoke Wealth’s Invesco Quality Municipal Securities IQI Stock Holding History

Evoke Wealth’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-173
Closed -$2.21K – 1338
2019
Q3 		$2.21K Buy
+173
New +$2.2K ﹤0.01% 1188

Other funds holding IQI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evoke Wealth's IQI Position: Q4 2019 in Review

Evoke Wealth sold out of Invesco Quality Municipal Securities (IQI) in Q4 2019, closing a stake of 173 shares — an estimated $2.21K sold.

Evoke Wealth first reported a position in IQI in Q3 2019 and held it in 1 quarter. The position peaked at $2.21K in Q3 2019. 84 funds tracked by Wall St. Rank hold IQI as of Q4 2019.

  • Evoke Wealth reported no remaining Invesco Quality Municipal Securities position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 173 Invesco Quality Municipal Securities shares in Q4 2019, an estimated $2.21K.
  • Evoke Wealth first reported a position in Invesco Quality Municipal Securities in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's Invesco Quality Municipal Securities position peaked at $2.21K in Q3 2019.
  • 84 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.